This will be a 30-minute road trip as we survey the landscape of trust types including ILITs, CRTs, QPRTs, GRATs ‘n GRUTS. What are they used for? When do you use them? Learn how trusts often coordinate with each other, how they spring into existence upon the death of a spouse and how intra-family trusts with a focus on “continuing trusts” allow an adult child to keep their inheritance in trust for lifetime protection from creditors, predators, spouses and ex-spouses.
Level of Complexity: Intermediate
November 05, 2019
Financial Planning Association
CFP CE: 0.50
FPA Member Price:$29.00